LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$25.7M
3
+$17.4M
4
PLTR icon
Palantir
PLTR
+$9.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.35M

Top Sells

1
+$8.38M
2
+$4.33M
3
+$3.95M
4
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.31M

Sector Composition

1 Technology 13.17%
2 Financials 4.23%
3 Healthcare 3.61%
4 Consumer Discretionary 3.48%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$559K 0.03%
24,624
+1,134
327
$557K 0.03%
6,831
+2,745
328
$557K 0.03%
11,635
+11,509
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330
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541
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331
$554K 0.03%
1,632
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332
$549K 0.03%
4,478
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333
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16,275
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334
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335
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4,113
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336
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4,282
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337
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2,327
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338
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4,493
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339
$532K 0.03%
2,333
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340
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6,709
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341
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3,414
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343
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4,856
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344
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3,752
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345
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346
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14,252
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347
$516K 0.03%
12,318
-283
348
$515K 0.03%
2,511
+28
349
$511K 0.03%
1,588
+151
350
$511K 0.03%
3,574
+10
12 13
14
15 16